Member Info for LilPeep

Trump administration has lithium on their radar! That's big news for Western upstream lithium miners. It's only a matter of time before Savannah release catalyst news updates on the mine development, Permitting, Forced Land Acquisitions, Strategic Offtake Partnerships, Financing, Definitive Feasibility Study. FID. IMO sitting tight for the next 18 months with a lithium tail wind behind us will provide shareholders multi bags, 20 pence plus extremely credible 500M MC.

Https://news.metal.com/newscontent/103560601/

This bodes well for lithium upstream miners (spod).

Major catalyst rerate coming soon ...

Rerate in kod share price on the horizon 😎 🙌

Strategic partnership and military supplies.

Despite withdrawing troops, China has deepened its bilateral military relationship with Mali through other means.

Military equipment: Since 2024, China has delivered armored vehicles, infantry carriers, and potentially rocket artillery systems to the Malian armed forces. Many of these recent deliveries were arranged through a contract with Chinese state-owned arms manufacturer Norinco.

Military training: In June 2025, it was announced that Mali would host training sessions for African soldiers and police, as part of a broader pledge by China to provide technical and logistical assistance.

Strategic alignment: After meeting in September 2024, Chinese President Xi Jinping and Malian President Assimi Goïta elevated their bilateral relationship to a "strategic partnership." During the meeting, Goïta expressed his country's interest in deepening cooperation in the security sector.

Buyers queuing up to buy bargain basement shares

Overall, Kodal has multibagger traits—low valuation, imminent production, and EV megatrend exposure—but it's speculative. A 3x return looks achievable on catalysts; 10x would require flawless execution and market tailwinds. This is not financial advice; consult a professional and consider risks like currency fluctuations (Mali CFA franc) and geopolitical tensions. For real-time updates, monitor LSE announcements or Kodal's investor site.

Fantastic buying opportunities to date IMHO

Better than a poke in the eye !?

Kodal Minerals could get $32,000,000 from a 40,000-ton shipment at $800 per ton, as this is a direct calculation of the total revenue generated from the sale. This figure represents the gross revenue before any costs or expenses related to the shipping, production, or export of the minerals are deducted.

Approximately 24 million pounds 💷 40,000 tons

10,000 tons approx 6 million pounds per month

Enough to keep the lights on , AISC will include for private security services and transport, storage costs.

1000 UST by EOY Kodal share price 1 to 2p DYOR ..

What to expect shortly from Kodal ..

Timeline of the Milestone Shipment:

The journey from mine to market represents a logistical achievement for Ganfeng Lithium Goulamina mine located in Mali.

May 7, 2025: First trucks loaded with lithium concentrate reached the export port.

June 24, 2025: Official shipment departed for China.

Early August 2025: Expected arrival at Chinese port facilities.

Ganfeng shortly afterwards bought out Leo Lithium due to Mali government strategic partnership % terms made Leo lithium a prime target by Ganfeng.

Valuation to do with Mali uncertainty. Once Kodal makes good on their li delivery a SP rerate will take place. This time is a company breaker or maker!

Hence the present under valued wobbly share price.

News from Mali

Sounds quiet upbeat. Kodal trucks head due south, busy trucking road with army checkpoints abound.

Lithium prices set to rise into EOY. Kodal first shipment should see higher prices after China returns after Autumn holidays. Chinese eating lots of moon cake in China! It will mean Kodal SP soon will shoot to the moon for a rerate, not long before trucks roll out!

Thank you your assessments and opinions. We enjoy reading your posts inbrackets. Atlantic, Kodal, Core Lithium hard rock spodumene producers still stuck on the rank due to price or licencing requirements 🤔

Check out this video from this search, rukwa helium project https://share.google/yPgk04UKG8zqtI1y3

Truly hope so, keeping powder dry at present, love to reenter Atlantic once Ewoyaa mine eventually ratified.

Trouble is Atlantic a dead duck until ratification. Keith Muller timeline have been blown away in yet another timeline for ratification expected in the August parliament. It's obvious that the Ewoyaa project has been can kicked further and further down the road. Words can express my disappointment with Atlantic Board not gaining ratification before concessions. DYOR thats the top and bottom, lazy politicians, overpaid Board and Management equals the SP, shareholders eventual dilution again and again!!

I think so TeddyKGB there always opportunities to get get back on board. Really upset with my hard earned money just wasting away in Atlantic Lithium while everywhere else is moving up fast in global markets.

hi teddy-kgb, swest42 and others .. taken the decision to sell off our holding last week at a major loss. cannot see ratification happening anytime soon, if ever to be honest. so much ghanaian legislative process, rat keeps being delayed by reasons unknown to private investors. it should of happened by now but the government decided to just kick the can on ratification. ndc never gave any concessions so far to just seems delaying tactics then put the blame on the 8th parliament for not ratifing the lease! kodal being delayed for its export license. seems like these african countries are playing games. lithium prices have turned unfortunately keith muller made the wrong choice. get ratification then negotiate not the other way round! extremely ****ed off but lessons learnt. will keep my powder dry, see what happens. maybe i can buy back on ratification make some losses back!

good luck long-term holders of atlantic lithium.

Sairfecht thanks but why it taking so long no agreements only talk talk talk. Chinese interference!

Back in a few weeks ... arghhh ... Patience ... OMG ...